The NEW Beneva Savings and Investments Solutions

Beneva is the new name for the single company created by the merger of La Capital and SSQ. What happens when 2 companies who were strong in the investment side of the industry get together? The result... More options, more efficiency, more knowledge, and more opportunity. This presentation gives you a tour of the bigger, better stronger offering from Beneva that you can leverage for the benefits of you clients. Included are new and compelling strategies to help you reach your older clients to protect their estate and investment values for their heirs. Full presentation time: 53m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
The NEW Beneva Savings and Investments Solutions
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Harley Kizner

Harley Kizner is the Director of Business Development for Investments, servicing Ottawa and surrounding regions, and has been with Beneva for over 2 and a half years. With his former experience as a financial security advisor, and strong sales background, Harley understands advisors’ needs, and works to ensure that his territory is well looked after.